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Katie Nelson

FSA, MAAA
Principal & Consulting Actuary
Chicago, IL, US
Katie Nelson is a consulting actuary with the Chicago office of Milliman. She joined the firm in 2009.
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Experience

Katie specializes in life insurance mergers and acquisitions and financial reporting. Her professional experience includes work on the evaluation of life and annuity business in actuarial appraisals, cash flow testing and VM-20 reserve modeling. Katie has developed a broad knowledge of modeling life and annuity products including traditional life, universal life and a variety of annuity products. She is an expert user of MG-ALFA.
Publications

Read their latest work

Article

世界の生命保険および健康保険のM&A：2025年

15 May 2025 - by Ian Humphries, Katie Nelson, Tanner McKerlie, Chew Hou Ng, Sam Burgess, Stuart Reynolds, Ariel Hojman, Fernando Mesquida, Richard Taylor, David Kirk, Su Meng Lee
北米、欧州、アジア、中南米、アフリカでの取引について、2024年のレビューと2025年以降の見通しをお伝えします。
Article

Global life and health insurance mergers and acquisitions (M&A)

15 May 2025 - by Ian Humphries, Katie Nelson, Tanner McKerlie, Chew Hou Ng, Sam Burgess, Stuart Reynolds, Ariel Hojman, Fernando Mesquida, Richard Taylor, David Kirk, Su Meng Lee
A review of 2024 and an outlook for 2025 and beyond, covering transactions in North America, Europe, Asia, Latin America, and Africa.
Article

Global life and health insurance mergers and acquisitions (M&A)

16 April 2024 - by Ian Humphries, Katie Nelson, Tanner McKerlie, Chew Hou Ng, Sam Burgess, Lyndsay Wrobel, Stuart Reynolds, Ariel Hojman, Fernando Mesquida
Globally, 80 life and health insurance mergers and acquisitions were announced in 2023, down from 131 in 2022. However, total publicly announced deal values rose from US$20.4 billion in 2022 to US$21.5 billion in 2023.
Article

生命保険および健康保険のM&A

16 April 2024 - by Ian Humphries, Katie Nelson, Tanner McKerlie, Chew Hou Ng, Sam Burgess, Lyndsay Wrobel, Stuart Reynolds, Ariel Hojman, Fernando Mesquida
2023年に発表された生命保険・健康保険のM&Aは、世界全体で80件で、その数は2022年の131件から減少しました。一方、公表された取引総額は、2022年の204億ドルから2023年には215億ドルに増加しました。
Article

世界の生命保険および健康保険会社のM&A：2023年

03 August 2023 - by Ian Humphries, Sam Burgess, Katie Nelson, Tubin Wang, Candace Wang, John Gakuya, Stuart Reynolds
2022年、生命保険および健康保険の取引は激減しました。ミリマンでは、その考えられる原因について考察し、今後のM&Aの状況を展望します。
Article

Global Life and Health Insurance Mergers and Acquisitions (M&A)

03 August 2023 - by Ian Humphries, Sam Burgess, Katie Nelson, Tubin Wang, Candace Wang, John Gakuya, Stuart Reynolds
In 2022, life and health insurance transaction activity was down sharply. Our research points to the likely causes and projects the landscape for future mergers and acquisitions.
Article

生命保険および健康保険のM&A

27 June 2022 - by Ian Humphries, Katie Nelson
世界の生命保険会社および健康保険会社の2021年のM&A、および2022年以降の見通しについて概観します。
Article

Life and Health Insurance M&A

27 June 2022 - by Ian Humphries, Katie Nelson
We review the M&A worldwide for life and health insurers in 2021, and an outlook for 2022 and beyond.